Philippe Laffont
Coatue Management
Founder of Coatue Management, a technology-focused hedge fund and venture investor.
Based on the 13F filing for 2026-Q1
💼 Holdings
| Company | Value | % of Portfolio | |
|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD | $2.62T | 6.2% | |
MICROSOFT CORP MSFT | $2.50T | 5.9% | Analysis → |
META PLATFORMS INC META | $2.50T | 5.9% | Analysis → |
AMAZON COM INC AMZN | $2.29T | 5.4% | Analysis → |
GE VERNOVA INC GEV | $2.20T | 5.2% | Analysis → |
ALPHABET INC GOOGL | $2.14T | 5.0% | Analysis → |
CONSTELLATION ENERGY CORP CEG | $2.09T | 4.9% | Analysis → |
BROADCOM INC AVGO | $1.91T | 4.5% | Analysis → |
NVIDIA CORPORATION NVDA | $1.72T | 4.0% | Analysis → |
LAM RESEARCH CORP LRCX | $1.68T | 3.9% | Analysis → |
APPLIED MATLS INC | $1.54T | 3.6% | |
EATON CORP PLC ETN | $1.50T | 3.5% | Analysis → |
APPLOVIN CORP APP | $1.47T | 3.5% | Analysis → |
SPOTIFY TECHNOLOGY S A | $1.42T | 3.3% | |
REDDIT INC RDDT | $1.28T | 3.0% | Analysis → |
EQUINIX INC EQIX | $1.07T | 2.5% | Analysis → |
NETFLIX INC NFLX | $1.02T | 2.4% | Analysis → |
DOORDASH INC DASH | $988.67B | 2.3% | Analysis → |
ORACLE CORP ORCL | $865.40B | 2.0% | Analysis → |
CARVANA CO CVNA | $826.41B | 1.9% | Analysis → |
SYNOPSYS INC SNPS | $778.09B | 1.8% | Analysis → |
NU HLDGS LTD | $765.86B | 1.8% | |
TESLA INC TSLA | $738.17B | 1.7% | Analysis → |
ASML HLDG NV | $655.44B | 1.5% | |
ALPHABET INC GOOGL | $627.77B | 1.5% | Analysis → |
NATERA INC NTRA | $603.27B | 1.4% | Analysis → |
SNOWFLAKE INC SNOW | $544.22B | 1.3% | Analysis → |
INTUITIVE SURGICAL INC ISRG | $457.19B | 1.1% | Analysis → |
ADOBE INC ADBE | $305.94B | 0.7% | Analysis → |
FIRST CTZNS BANCSHARES INC D | $299.39B | 0.7% | |
ADVANCED MICRO DEVICES INC AMD | $265.35B | 0.6% | Analysis → |
CARIS LIFE SCIENCES INC CAI | $264.94B | 0.6% | Analysis → |
CHIME FINL INC | $253.51B | 0.6% | |
ARM HOLDINGS PLC | $251.41B | 0.6% | |
VISA INC V | $217.24B | 0.5% | Analysis → |
QUALCOMM INC | $178.66B | 0.4% | |
MARVELL TECHNOLOGY INC MRVL | $176.68B | 0.4% | Analysis → |
MASTEC INC MTZ | $147.36B | 0.3% | Analysis → |
VERTIV HOLDINGS CO VRT | $134.30B | 0.3% | Analysis → |
ROCKET COS INC | $130.62B | 0.3% | |
SOLSTICE ADVANCED MATLS INC | $126.01B | 0.3% | |
PAYPAL HLDGS INC | $99.10B | 0.2% | |
AXON ENTERPRISE INC AXON | $88.25B | 0.2% | Analysis → |
INFOSYS LTD INFY | $81.52B | 0.2% | Analysis → |
ENPHASE ENERGY INC ENPH | $62.31B | 0.1% | Analysis → |
MICRON TECHNOLOGY INC MU | $56.06B | 0.1% | Analysis → |
C H ROBINSON WORLDWIDE INC CHRW | $54.82B | 0.1% | Analysis → |
EXPEDITORS INTL WASH INC | $54.54B | 0.1% | |
GENERAC HLDGS INC | $50.35B | 0.1% | |
SPROUTS FMRS MKT INC | $47.95B | 0.1% | |
QUANTUMSCAPE CORP QS | $38.50B | 0.1% | Analysis → |
CHAGEE HLDGS LTD | $36.91B | 0.1% | |
S&P GLOBAL INC SPGI | $33.16B | 0.1% | Analysis → |
MOODYS CORP | $32.83B | 0.1% | |
ARBOR REALTY TRUST INC ABR | $32.36B | 0.1% | Analysis → |
THE TRADE DESK INC TTD | $31.47B | 0.1% | Analysis → |
NOVAVAX INC NVAX | $31.23B | 0.1% | Analysis → |
PINTEREST INC PINS | $30.79B | 0.1% | Analysis → |
ZILLOW GROUP INC ZG | $30.61B | 0.1% | Analysis → |
UIPATH INC PATH | $25.19B | 0.1% | Analysis → |
MEDICAL PPTYS TRUST INC | $22.63B | 0.1% | |
UPSTART HLDGS INC | $22.34B | 0.1% | |
RINGCENTRAL INC RNG | $15.30B | 0.0% | Analysis → |
ZILLOW GROUP INC ZG | $13.58B | 0.0% | Analysis → |
PELOTON INTERACTIVE INC PTON | $10.72B | 0.0% | Analysis → |
NAVAN INC NAVN | $10.24B | 0.0% | Analysis → |
MODERNA INC MRNA | $5.90B | 0.0% | Analysis → |
PLUG PWR INC | $5.75B | 0.0% | |
ISHARES BITCOIN TRUST ETF IBIT | $3.34B | 0.0% | Analysis → |
LUCID GROUP INC LCID | $2.82B | 0.0% | Analysis → |
OLAPLEX HLDGS INC | $2.57B | 0.0% | |
STITCH FIX INC SFIX | $2.43B | 0.0% | Analysis → |
HERTZ GLOBAL HLDGS INC | $1.07B | 0.0% | |
CHARGEPOINT HOLDINGS INC CHPT | $748.86M | 0.0% | Analysis → |
WEBULL CORP BULL | $577.58M | 0.0% | Analysis → |
HERTZ GLOBAL HLDGS INC | $492.45M | 0.0% | |
BEYOND MEAT INC BYND | $240.93M | 0.0% | Analysis → |
AMC ENTMT HLDGS INC | $223.57M | 0.0% |
This data comes from the most recent official Form 13F filing submitted to the SEC. Some holdings may not be automatically matched to a ticker (for example, foreign securities or private funds), so a link to the analysis won't always appear. This information should not be considered investment advice.